RIA

Regal Investment Advisors Portfolio holdings

AUM $1.33B
1-Year Est. Return 14.14%
This Quarter Est. Return
1 Year Est. Return
+14.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$364M
AUM Growth
-$5.39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$3.55M
2
+$2.97M
3
+$2.9M
4
HBI icon
Hanesbrands
HBI
+$2.84M
5
DINO icon
HF Sinclair
DINO
+$2.79M

Top Sells

1
+$10.9M
2
+$4.09M
3
+$4.06M
4
BXLT
BAXALTA INC COM STK (DE)
BXLT
+$3.38M
5
WDC icon
Western Digital
WDC
+$3.18M

Sector Composition

1 Consumer Discretionary 8.53%
2 Healthcare 8.41%
3 Financials 4.73%
4 Communication Services 4.21%
5 Industrials 3.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-12,215
252
– –
-11,621
253
– –
-7,534
254
– –
-9,470
255
– –
-7,654
256
– –
-5,366
257
– –
-4,985
258
– –
-10,421
259
– –
-15,875
260
– –
-4,997
261
– –
-4,300
262
– –
-8,198
263
– –
-2,387
264
– –
-89,041
265
– –
-5,640
266
– –
-6,302
267
– –
0
268
– –
0
269
– –
-20,018
270
– –
-83,701
271
– –
-19,951
272
– –
0
7 8 9 10
11